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How we help individuals

It's people like you that we love to help the most! We assist both high net worth individuals as well as middle and high-income families with your tax preparation and tax planning needs. From the W2 employee to the 1099 contractor, it is our goal to help you optimize and save on your taxes as much as possible. Our rates are reasonable and affordable and we strive to give our clients a seamless virtual tax preparation and tax planning experience. Our CPA is a Certified Tax Coach that can also go a little deeper with extensive training in both traditional and more sophisticated tax savings strategies that could potentially save you thousands of dollars.